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<a href="http://www.accessmylibrary.com/article-1G1-132913442/most-small-funds-performance.html" title="Facts and information about Most Small Funds' Performance Lags; Tiny For Good Reason; A few leading managers with under $100 million remain little on purpose.(MUTUAL FUNDS)(INVESTMENT TRENDS)">Most Small Funds' Performance Lags; Tiny For Good Reason; A few leading managers with under $100 million remain little on purpose.(MUTUAL FUNDS)(INVESTMENT TRENDS)</a>
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Most Small Funds' Performance Lags; Tiny For Good Reason; A few leading managers with under $100 million remain little on purpose.(MUTUAL FUNDS)(INVESTMENT TRENDS)
Byline: MURRAY COLEMAN
When looking for a mutual fund, you might want to consider size.
Too few assets can be a red flag, especially if a fund has been around awhile and remains tiny.
A look at the performance of large and small funds tracked by Lipper showed that those with assets of $100 million or more tend to do better than those with less.
You're less likely to make oversized gains in a fund with less than $100 million in assets.
The study covered the five- and 10-year periods ended Dec. 31.
The average diversified stock fund showed similar patterns for both periods.
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